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Two East Anglian Chartered Financial Planner firms merge

Two firms of Chartered Financial Planners in East Anglia - Smith & Pinching and Almary Green - are to merge, creating a business with 125 staff.


Financial Planner’s staff boost children's charity with Bake-Off day

Charity-minded staff at Stockport-based Chartered Financial Planners Prest got the mixing bowls out to organise a Great British Bake Off-inspired event in aid of a children’s charity.


Castle hosts launch of rebranded Chartered Financial Planners

Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.


Chartered Financial Planner joins Sanlam in new business model

Wealth management group Sanlam has unveiled Chartered Financial Planner and IFA Ergowealth as the first firm to join its partnership programme.

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